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iShares S&P 100 Index shares owned by Apex Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.2k 332.86

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Apex Wealth Management

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index